Dashboard

Overview

After login your starting point into the application is the dashboard. The dashboard is a collection of widgets which provide you with the most important information and links. The widgets can be placed on different places via drag and drop. Below an overview overt the most important components.

Summary Dashboard

In following different areas with their functions are described.

Switch between your dashboards

PeakTMS allows users to have 1 or several dashboards, e.g. for different purposes (planning board, approval board etc.) or devices (e.g. a mobile dashboard with reduced data). When pressing the switch board button the system will provide you with the defined boards and the function to create another new empty dashboard.

Switch dashboard

Define your dashboard layout

The dashboard layout is based on 3 columns. Through arranging the 3 columns lead to 5 different layouts.

Switch dashboard

note

1. All widgets are using the whole horizontal with. Gadgets are positioned below each other
2. Widgets take 50% of the horizontal with
3. Widgets on the left side take 25% width, on the right side 75% width
4. Widgets on the left side take 75% width, on the right side 25% width
5. All widgets use 1 third of the width

Example: The dashboard shown in the overview section is rendered with option 4. Depending on the layout the board will provide different places to drop widgets

Add a widget

To add a widget to the dashboard press the "add widget" button and choose which widget you would like to add. Afterward, the widget is positioned on the upper left of the board and can be customized and positioned within the dashboard layout.

Add a new widget to the board

For a detailed description of the widgets please check the widget overview section.

Describe and share your dashboard

In case you are a key user other users can benefit from your settings. To describe and share your board you can change the board settings. Use a good name and description and select user groups which are allowed to use your board.

Describe and share your dashboard

Delete a dashboard

If you delete a dashboard all widgets will be deleted and the application will either switch to one of your other boards, or create a new empty board, in case there was no other existing dashboard.

info

When you delete a board, the favorites which habe been used by the widgets are not deleted. If those are of no use you need to delete them separately.

Import a dashboard

If a key user has made a dashboard available for your user group you can import it.

Import a dashboard

After confirming the application will import the new board and switch the board screen to the imported board.

info

Importing the board will not just import the widgets in there but also the favorites which are used by the widgets.

Widgets overview

The application provides you with different widgets which you can place onto your dashboards to provide you with information and starting points for actions. All of them have the following functionality

• They can be positioned via Drag % Drop
  

  Example drag and drop

• They can be individually customized using settings
  

  Example widget settings

• They can be minimized or maximized to be seen in full screen
  

  Example fullscreen

Favorite widget

The favorite widget simply lists all your defined favorites and provides you link to open them. Clicking the delete button will delete the favorite.

Favorite widget

The favorite widget settings provide following parameters for your input:

Number of rows

Specifies the height of the widget through definition of visible rows.

Resource widget

The resource widget allows to show list of specific resources and provides buttons for editing and delete. The example below shows an overview over electric benches.

Resource widget

The resource settings provides following parameters for your input:

Name

Name of the widget shown in the title bar.

Number of rows

Specifies the height of the widget through definition of visible rows.

Filter

To define the shown data you need to choose one of your resource filter favorites.

Columns card view

Define just a few columns which will be shown directly in the widget. The column order can be changed via drag & drop of each column card.

Columns list view

Define more columns which will be shown if the widget spans the whole screen width or the user opens the widget in a full screen dialog.

Activity widget

The activity widget allows to show list of specific activities and provides buttons for editing and delete. The example below shows an overview over tests.

Activity widget

The activity widget settings provides following parameters for your input:

Name

Name of the widget shown in the title bar.

Number of rows

Specifies the height of the widget through definition of visible rows.

Filter

To define the shown data you need to choose one of your activity filter favorites.

Columns card view

Define just a few columns which will be shown directly in the widget. The column order can be changed via drag & drop of each column card.

Columns list view

Define more columns which will be shown if the widget spans the whole screen width or the user opens the widget in a full screen dialog.

Project widget

The activity widget allows to show list of specific activities and provides buttons for editing and delete. Additionally, it allows to directly open the project plan The example below shows an overview over projects.

Project widget

The activity widget settings provides following parameters for your input:

Name

Name of the widget shown in the title bar.

Number of rows

Specifies the height of the widget through definition of visible rows.

Filter

To define the shown data you need to choose one of your activity filter favorites.

Columns card view

Define just a few columns which will be shown directly in the widget. The column order can be changed via drag & drop of each column card.

Columns list view

Define more columns which will be shown if the widget spans the whole screen width or the user opens the widget in a full screen dialog.